NAIFA | FSP Resource Center - NAIFA

Guide

Thursday, March 14, 2024 Axos Advisor Services

Become a More Holistic Advisor

How to enhance client services and grow your business by adding integrated cash management solutions to serve both sides of the balance sheet.

Guide

Thursday, November 2, 2023 Universal Financial Consultants

7 Reasons Business Owners Use Premium Financing To Retain Capital

Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.

White Paper

Monday, August 28, 2023 Modern Life

Four Creative Ways Your Clients Can Utilize Life Insurance

From minimizing tax burdens and equalizing inheritances to charity donation and building generational wealth, explore 4 creative ways your clients can utilize life insurance beyond traditional ways and unlock hidden benefits for a secure financial future.

Guide

Wednesday, August 23, 2023 Commonwealth

7 Key Risks to Avoid in Your Financial Advisory Practice

Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability.

White Paper

Friday, July 14, 2023 Modern Life

Maximize the Likelihood of Securing Coverage for High-Risk Individuals

In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.

Guide

Tuesday, May 30, 2023 Commonwealth

Identifying Inflection Points in Your Business

Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.

Guide

Monday, April 24, 2023 Commonwealth

A Blueprint for Building an Enduring Practice

What your business needs to thrive now—and for many years to come.

Guide

Wednesday, February 22, 2023 Commonwealth

The Ultimate Retirement Income Planning Guide for Advisors

Our free download helps you prepare your clients for the next phase of their life.

Guide

Thursday, January 19, 2023 Commonwealth

Advanced Financial Planning Strategies for High-Net-Worth Clients

Download our guide to explore creative, comprehensive financial planning solutions for your high-net-worth clients’ unique needs so you can win and retain their business.

Research / Report

Wednesday, December 21, 2022 Universal Financial Consultants

No Collateral Premium Finance

One agent placed $1.5M in target premium through this program just in the last 4 months!

Guide

Tuesday, November 15, 2022 Universal Financial Consultants

Get Your Next Conversation Started Using This Proven Sales Script

Over the past 30+ years, Premium Financing has proven to be a successful strategy for qualified clients looking to protect assets and generate wealth without disrupting cash flow they could be using for investment opportunities. With current interest rates at a historic low, now is a great time for qualified individuals to take advantage of Premium Financing.

Guide